Pacific Sage Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Pacific Sage Partners, LLC
- $598 Billion
- Q3 2025
A detailed history of Pacific Sage Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Pacific Sage Partners, LLC holds 251,199 shares of DISV stock, worth $9.02 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
251,199
Previous 264,356
4.98%
Holding current value
$9.02 Million
Previous $8.7 Billion
3.05%
% of portfolio
1.5%
Previous 1.73%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio